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Search Results for Client Associate
- Client Associate - Investor Services
- Eaton-Vance Management - Boston, Massachusetts
- Management
- Eaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating to 1924. Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. The Companys long record of providing exemplary service and attractive returns through a variety of market conditions has made Eaton Vance the investment manager of choice for many of todays most discerning investors. Leading Boston-based financial services company seeks a Client Associate within its Investor Services Group, Private Equity (see more)
- Private Client Associate
- AllianceBernstein - Boston, Massachusetts
- Accounting / Finance
- POSITION We are seeking a Boston Private Client Associate for Bernstein Global Wealth Management, a unit of AllianceBernstein. This person will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients needs, including analyzing financial information to determine optimal investment planning strategies. Bernstein Global Wealth Management offers a full range of investment services designed to help high-net-worth individuals and families preserve and enhance their wealth. Financial Advisors work closely with each of their clients to develop a (see more)
- Client Service Associate
- Page Personnel - Boston, Massachusetts
- Accounting / Finance
- Our client is building out its client services team and is looking to bring on an individual that will assist in the daily interaction with clients and handle a variety of concurrent job functions and tasks. Major job functions for the Client Service Analyst will include: Assist in the accurate preparation of all investment documents for the client review Facilitate all client transactions Handle all client interactions and prepare all reports and asset allocations Maintain client database and update CRM Assist in the creation of pitchbooks, presentations, and marketing material Who we're (see more)
- Client Services Associate
- Corporate Reimbursement Services, Inc. - Boston, Massachusetts
- Customer Service
- Client Services Associate Our state of the art technology and team environment provide for a challenging and rewarding place to work. We are a rapidly growing company that continues to acquire new clients at an ever-increasing rate. Our clients include many of the Fortune 500 as well as companies from a wide range of industries. We are currently hiring talented Client Services Associates to join our team. Job Overview CRS is currently hiring Client Services Associates to help support a growing client and customer base. We place a major emphasis on quality and accuracy of work and providing (see more)
- Client Services Associate
- Delta Management - Boston, Massachusetts
- Sales / Sales Management
- Delta Management has an immediate opening for a Sales Representative to join our team. Position can be based in our Chelsea, MA or Bedford, NH office. Duties: Create and distribute marketing information to new and existing clients; assist with requests for pricing (RFP) and responses; cold call and prospect potential clients manage new and existing client relationships; upsell existing client base; create and review client contracts; maintain sales client relationship management contacts and pipelines for new business; attend relevant conferences and trade shows; assist with client (see more)
- Registered Client Associate-Boston, MA
- BOA - Boston, Massachusetts
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. (see more)
- Registered Client Associate-Boston, MA
- Bank of America Corp. - Boston, Massachusetts
- Banking / Mortgage
- Title: Registered Client Associate-Boston, MALocation: US-MA-BostonOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person (see more)
- Registered Client Associate - Wellesley, MA
- Bank of America Corp. - Boston, Massachusetts
- Banking / Mortgage
- Title: Registered Client Associate - Wellesley, MALocation: US-MA-WellesleyOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Registered Client Associate - Newton, MA
- Bank of America Corp. - Boston, Massachusetts
- Banking / Mortgage
- Title: Registered Client Associate - Newton, MALocation: US-MA-NewtonOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Client Services Associate ??? Hourly Services
- Bayada Home Health Care - Massachusetts
- Healthcare / Nursing
- ); // // $("#js").attr("class", "js"); (see more)
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